Simplicity Wealth,Llc Schwab Strategic Tr Us Small C Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,276 shares of SCHA stock, worth $224,108. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,276

Previous 9,105 1.88%

Holding current value

$224,108

Previous $235,000 7.66%

% of portfolio

0.02%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$23.16 - $27.04 $3,960 - $4,623	171 Added 1.88%	9,276 $217,000
Q4 2024 Feb 07, 2025	BUY	$25.33 - $51.16 $109,020 - $220,192	4,304 Added 89.65%	9,105 $235,000
Q3 2024 Oct 09, 2024	SELL	$46.9 - $51.96 $6.93 Million - $7.68 Million	-147,721 Reduced 96.85%	4,801 $247,000
Q2 2024 Jul 10, 2024	BUY	$45.24 - $49.04 $344,457 - $373,390	7,614 Added 5.25%	152,522 $7.24 Million
Q1 2024 Apr 24, 2024	BUY	$44.84 - $49.24 $6.5 Million - $7.14 Million	144,908 New	144,908 $7.14 Million
Q3 2022 Oct 12, 2022	BUY	$37.65 - $45.9 $522,393 - $636,862	13,875 Added 23.96%	71,787 $2.71 Million
Q2 2022 Jul 19, 2022	SELL	$37.88 - $48.01 $1.24 Million - $1.57 Million	-32,687 Reduced 36.08%	57,912 $2.26 Million
Q1 2022 May 20, 2022	BUY	$44.42 - $51.73 $1.36 Million - $1.59 Million	30,682 Added 51.21%	90,599 $4.29 Million
Q4 2021 Feb 25, 2022	BUY	$48.64 - $55.07 $2.91 Million - $3.3 Million	59,917 New	59,917 $6.14 Million

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Schwab Strategic Tr Us Small C Transaction History